Dashboard
The dashboard shows today’s bookings, customers waiting or in progress, work that needs attention, sales totals, and the team schedule. It adjusts for solo and studio accounts, enabled features, current activity, and your permissions.
The day’s status comes from your schedules: the current opening or closing time, appointments left today, customers waiting or in progress, and booking requests. Closed days include the next opening time.
Dashboard data updates automatically when something changes on another device; a dropped connection reconnects on its own and can be refreshed manually.
Today’s bookings
Section titled “Today’s bookings”Bookings are grouped by what needs to happen next:
- Awaiting deposit
- Expected now
- Up next
- Still need attention for appointments whose time has passed
Each booking includes the customer, service, artist, safety indicators, and whether it has customer or staff notes. Available actions depend on the booking:
- Approve a pending request.
- Collect deposit when an amount is due.
- Begin visit when the customer is ready. A booking that still needs a release form goes to signing first and is marked Needs form.
- No-show once the appointment time has arrived and no visit has started.
- Start an idea or Open idea for a consultation.
Selecting Begin visit checks the booked services before creating anything. If an expected form is missing, Collect the form first lets you text or email the private sign link or show a QR code. The dialog updates to Form signed when the customer finishes; select Open visit, choose the session, and start the work from there. If no form is expected, Begin visit goes straight to the visit picker. See beginning a booked visit.
With no bookings left, the day reads as either empty or complete, and the next upcoming appointment is shown.
Booking requests
Section titled “Booking requests”Requests awaiting approval appear separately above today’s bookings. The dashboard shows up to five at a time with the customer, service, time, safety indicators, and reliability information. Approve and Decline are available to users who can edit bookings; declining requires a reason.
Requests for appointments inside the next 24 hours open the list automatically. View all opens the full queue.
Waiting, in progress, and completed
Section titled “Waiting, in progress, and completed”Waiting room, called In line on a solo account, includes customers who signed in but have not started. Services from one visit stay grouped, so five piercings appear as one customer rather than five entries. Scheduled visits show the time remaining until the appointment or how late it is; walk-ins show their wait time.
Use Assign to give unassigned work to an artist. REV23 offers only artists whose skills cover the services. Use Review to open Form Review for an assigned visit. Users with skills can switch these lists between Mine and Everyone.
On now or In progress includes active visits and their elapsed time. Checkout is available before a session ends when the session already has a price.
Just completed counts all work completed today but lists only services that still need checkout. Use Resume for an open sale or Checkout for priced work that has not been rung up.
Needs you
Section titled “Needs you”Needs you links to work waiting for a decision:
- Deposits to collect
- Deposit decisions
- Pending reschedules
- Forms to review from the last seven days
- New ideas
- Waiting to be assigned on studio accounts
The card is hidden when none of these queues has work. Counts follow the user’s access: with View (Everyone) permissions you see the studio’s items; otherwise you see your own.
Sales and team schedule
Section titled “Sales and team schedule”Today’s money
Section titled “Today’s money”Collected is the amount the studio received on sales completed today, minus refunds. It excludes tips and deposits paid into an artist’s own account.
Unpaid is the balance across every open sale, including sales from earlier dates. Unpaid checkouts opens those sales. These totals appear when Sales is on, the user can view checkouts, and there is something to report. Today’s boundary uses the studio’s time zone.
On today
Section titled “On today”Studio accounts also show the people scheduled today and the start or end of each person’s working hours. Active sessions are marked, and people are removed after their scheduled day ends.
Form review and safety information
Section titled “Form review and safety information”Form review
Section titled “Form review”Review opens the full Form Review for a waiting visit. It includes customer and guardian identification, template review items, medical information, signatures, and Review All for several forms from the same template.
The visit must have an assigned provider. Reviewing also requires Services → Edit on your own work, or Services → Edit (Everyone) for anyone’s.
Safety indicators
Section titled “Safety indicators”The agenda, waiting list, and booking requests mark customers who have flags or medical conditions. Medical indicators appear only to users who can view medical information. Waiting visits also identify minors and their guardian, and mark birthdays.
Quick actions and setup
Section titled “Quick actions and setup”Quick actions include New booking, Start a service, New sale, Add a customer, Share your pages, and Close of Day. Share your pages includes QR codes and links for booking, sign-in, and ideas.
New booking, New sale, and Close of Day require the matching feature and access. The other actions are always listed, although completing the task still requires the necessary access.
New studios may also see Get Started setup tasks for features, automatic care email delivery, card processing, appearance, public-page branding, and studio profiles. An unfinished feature setup includes a link back to where it stopped. Users who manage payroll may also see the age of the current open pay period.
Focus view
Section titled “Focus view”Users with skills can turn on Focus from the account menu. Focus filters the agenda, booking requests, waiting customers, completed work, and Needs you links to that user’s work. It also includes unassigned services in categories covered by the user’s skills.
Studio-wide waiting and in-progress counts remain unchanged. Waiting to be assigned also stays studio-wide so unassigned work is not hidden.
Permissions
Section titled “Permissions”The dashboard includes only sections the user can access. Bookings require Bookings → View, visits and form review require Services → View, sales totals require Checkouts → View, ideas require Ideas → View, and medical indicators require Customers → Medical Info.
Actions require the matching edit permission. Begin visit also requires Services → Create, Assign requires Services → Assign Provider, and checkout actions require Checkouts → Edit. Users without access to those areas still see the greeting and any quick actions available to them. See Roles & Permissions.